William Orchard-Hays
William Orchard-Hays is a registered investment advisor at Hbw Advisory Services LLC, based in Simi Valley, CA, with 34 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an investment advisory representative at HBW Advisory Services LLC, a financial planner at HBW Partners and Stepwise Financial, and an insurance agent selling various insurance products. He also dedicates about 10-20% of his time as a partner at HBW Insurance & Financial Services Inc.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Cetera Wealth Services, LLCBroker
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
World Group Securities, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Charter One Securities, INC.Broker
Investment Network, INC.Broker
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.